good enough for me i'm going to go with capri >> tim >> despite the bullishness and cyclicality and i like at&t gets it done. >> southwest. >> we'll see you tomorro my mission is simple, to make you money i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now. >> hey, i'm cramer welcome to "mad money" and welcome to cramerica and my job is to he had kalt and to teach you so call me at 800-743-cnbc or tweet me as we head into earning season, shouldn't i be more nervous, shouldn't i be more worried?

where the dow inched up 39 points and nasdaq gains 6% and we have to address the fears what if sales plummet and sales skyrocket like i'm hearing, wouldn't this period be very tough for stocks i get asked this stuff every single day including by my "squawk on the street" colleague, it makes sense to ask me i trugle to come up with an answer that is not too glib but it involves a bleep that most of the negativity has been baked into the market. periodically i get lucky. >> get something that crystalized it and makes my view point so clear. >> get a gem a gem drops right into my hands to explain exactly how i feel. today's diamond, a stray in the "wall street journal" titled, and i quote, investors brace for hit to profits and costs rise. they go on to explain, quote,

investors are concerned that rising wages and energy costs will eat into corporate profits, threatening the decade-long bull market in stocks ahh, ahh >> you might think that this is a negative article but as far as i'm concerned, negativity is a good reason to be bullish, not bearish. the more down beat stories about the market, the more likely it will be -- [ technical difficulties ] the best kind of expectations. case in point, remember what they said about the oil and the gas and stuff like that, delta airlines, tal, yesterday the weapon raised, not lowered the earnings but raised the forecast for the current quarter and

talking about 85 cents to 95 cents and this is a dramatic, dramatic upside pre-announcement and it is much better and the revenues were sharply better than expected. in response delta shot up 6% yesterday before tacking on another 3% run today that is a fabulous move. and it was fueled by what? by -- by negativity. and hedge funds were thinking along t along the "wall street journal" writer and that would be the kiss of death but when traffic was fabulous and the costs were fine, the short seller got crushed and the stock soared you could see something similarly spectacular in the semiconductor rally. roughly six months amd reported a sub par quarter because of slow down in cryptocurrency mining which uses their chips or graphic user cards with muddled

results and it was a sloppy quarter. and the punch from $29 down to $16 in less than two weeks it was a jarring moment. but amd ceo didn't flinch, even as she made it clear the company had been working on new chips designs to allow them to take the world by storm no one was listened. why? because we're negative -- i'm not listening, i'm not listening. and now today amd stock soared more tan 8% climbing back to $29. why? because last night taiwan semi is going to ramp up production of 7 nanometer for devices and cell phones. who would have thunk it. they have a vast swath and when the market search for analog, but not devices but analog, it came up with amd if you believe the semiconductor industry was going to be crushed

by economic weakness in a cash-strapped consumer and rise in the price of oil, you would have missed this magnificent move and micron that bottomed 15 points ago and wouldn't caught the enormous game lam research coming out like a lion, the semiconductor capital equipment market that rallied 60 points zi -- since everyone worried about the second half and now it looks like the second half will be good and then there is home depot wouldn't it be hit by rising costs in high housing markets and will construction have the gas to go -- and they told a story of a quarter spoiled by bad february and by bad weather. all over the country and it was unmanageable but they told it. because everyone is so inclined to be pessimistic the people didn't believe the ceo when he never blames the weather for weakness and they didn't believe home depot carl tomah, said

things will bounce back, and that is why the stock fell from $189 to $79 and now they learned they could get hammered and even of the best of the best retailers when the cost of demand rises wait a second. home depot trayed at $198 and you have to buy it when everyone else is fleeing. and now the best-selling season in the next two weeks, the black friday, saturday and sunday because of gardeners and grillers alike how about the most obviousn hidden in plain sight like the letter i'm talking about, apple. the sentiment seemed overwhelming they are in the cross-hairs of the chinese government and the strategy loser when apple preannounced ugly numbers in early january courtesy of weakness in china,

people bailed like there is no tomorrow and you repeat after me, best days were behind it. i didn't believe it. not one bit. not one bit. so we flew out to see tim cook, the ceo, to find out whether the gloom and negativity were justified and we're so thrilled he wants to sit down with us and down 150 from the high and dismal situation i asked if maybe the market had it right his response. >> i'm never surprised by the market to be honest with you because i think the market is quite emotional in the short-term and we sort of look through all of that. we think about the long-term and so when i look at the long-term health of the company, it is never been better. >> look, you may think i'm an apple polisher but we're hearing chatter about trade deal with china but if you bought the stock when tim cook came on "mad money" and told us business had never been better long-term you would have gotten it at $150 and listen to the headlines beark

striking resemblance to the "wall street journal" you would have sold apple and missed out on a 45 point gain as it closed today at $195. and the purists say i'm gun jumping. we haven't seen earnings season but the people in the journal will be able to take anything not so hot, in stride. it is only when expectations are high that you get in trouble not when they are low. still there are always going to be quarters like the grim reaper that visited wall -- walgreens yesterday. that is the kind of thing i'm talking about. i'm talking about the stocks of company that are surped to be turning down because of a weaker economy. bottom line, i'm sure some companies will be hurt by the economy or rising gasoline prices or higher labor costs but when everybody is worried about this stuff, that is the best time not to sell, but to buy

okay let's take calls to bob in new york bob. >> caller: jim, a big boo-yah from the best nfl team in pennsylvania, the pittsburgh steelers. >> the three b's and now it is beethoven and bach in your town. >> three super bowls >> caller: disney completed the fox deal and there are numerous upgrades and you own it for the trust but there is an outlier. zack's investment went from a hold to an out right sell and what do they see what most of us don't. >> i think what they see other than you are challenged to see because you are a fan of the steelers, they think that bob iger will cut numbers when he has the meeting and that may very well happen and you remember the club and that could happen too but we want to buy more when it happens and i'm kidding about the steelers i think that next year bell and brown will bring it back and -- oh, sorry.

all right. when everyone thinks things w--l things are going to be bad, that is the best time to invest and that is when you put the money to work. all stocks are not equal it is a head to head battle but one is going to hashes and then the supermarket sweet and then tonight i'll talk about smuckers and are all of the unknowns, and whether dominion energy could give you the boost. so stick with cramer >> announcer: don't miss a second of "mad money." move at jim cramer on twitter. have a question, tweet jim cramer and said an email to madmoney@cnbc.com or give us a ssll at 800-743-cnbc mi something head to madmoney@cnbc.com.

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grave. that is what we're experiencing in tobacco big tobacco has caught fire over the past months and it is a resurgence that didn't seem to have a lot going for it that long ago like atality rua and marlboro and virginia slims and they handle the domestic business of philip morris -- and philip morris handles the rest -- handles the rest of the world. both stocks peaked in the summer of 2017 and then they were nearly cut in half over the next 18 months. we know smokey has been on decline for ages because nobody wants to get -- well say nobody chooses to get cancer emphysema, it is not like a volunteer class thing, it is a disgusting ha disgusting habit in younger generation who didn't grow up in

a world with cigarettes. my parents kept them in the frig like popsicles but it is highly addictive so for years the big tobacco companies did just fine and like nothing could derail the likes of altria and philip morris she slam head first into a retaining wall, they slam into vaping big tobacco got disrupted by electronic cigarettes, especially juul and that is j.u.u.l. and people are switching to e cigs and the former foil from $77 in 2017 down to $42 a few months ago and while it went to $64 over the same period cigarettes are not cool but kids love juul that they had to take

off the shelf because they taste like candy if they had a raisinette candy -- i like them the big tobacco stocks became punching bags and over the past few months, altria is up and philip morris has gained 33% since december and sure both companies reported solid quarters that were good enough and keep in mind after the previous declines the bar was low but i don't think that is it to me it is about high yielding dividend stocks now that u.s. treasury yields have come down with a ten-year at 2.52%, remember it was over three altria would rather have 2.5 or 5. and the stocks are still down cheap, trading 13 times and 16 times this year's earnings respectively so what do we do with them after

this run and have they bottomed or a simply a temporary bounce if you have a blanket objection to owning tobacco as i do, then there are plenty of other investments to do the job. that said, altria and philip morris are -- are two very similar companies and have started to dif erverge in fairl dramatic ways. i think altria has become the better stock why? let me walk you through the similarities the way the company is setting itself apart. altria and companies are the same companies and they started as pm in 2007 and they are selling the same cigarettes just in different regions virginia slims, weren't these the preferred tobacco for athletes tennis players or something like that both companies face the same

problems, the primary business has a tendency to kill customers and they are not hooking enough new smokers to replace the people they kill in sort altria and philip morris are in decline and that decline has only accelerated thanks to the rise of vaping year after year tobacco industry has fewer and fewer customers. wonder why in 201615.5% was down and from 13% down to 10% and that market share is going to e-cigarettes led by juul. for a while both altria and philip morris rolled out this e-cigarette brand called iqos and could you come up with a dumber name. i guess if you called them death sticks or something. philip morris sends them overseas and altria has the right to them in the united states but they are waiting for fda approval to start selling

them but altria will take a much more aggressive and thoughtful approach in december the company announced not one, but two major moon shot announcements that could transform the business down the road. first altria spent $1.8 billion to acquire 45% stake in cronos group to let them take a controlling interest in the company if they feel like it that may not sound like much when you consider that altria is $103 billion company but i think the cronos deal with the great management shows these guys know that the future lies beyond tobacco and gives altria brand-new growth that has a lot in common with the cigarette business but doesn't kill as many people, that i know of. and two weeks later altria shells out $12.8 billion for the aforementioned juul, and a 35% stake and they call it juul labs rapidly growing e significant rate play that has devastated the competition. it is an alternative to regular

cigarettes and there is no combustion and so no smoke and it will help people quit smoking because nick orret or the patch because it would hit you just as fast as the regular cigarette. this is a bad wrap for tobacco think about it, they limited distribution to prevent kids from gedding their hands on the stuff and juul should go to the fda and get a prescription for smoking cessation. when i put that to them, they want to be a commercial business but either way it is a smart move by altria on the other hand, philip morris seems focused on that iqos platform maybe something in microsoft puts out, an osiq. in order to capture the smokers who switch to vaping, however with juul expanding overseas they are now in europe, i wonder if philip morris has the ability to compete this thing is great.

well i mean bad great. i mean bad, but also great the other big difference, geography. philip morris international for the past year it looks like the united states would be a bigger problem for the tobacco industry because scott gottlieb, the head of the fda has been very tough on the companies he seems to like products that don't kill people. what can you do? we've heard rumors of potential ban of the cigarettes and gottlieb is a staunch proponent of vaping and it is getting kids hooked but he thinks that is wrong and friday is his final day on the job he's a very thoughtful man everybody in pharma i know big and little thinks he's fabulous. given the trump administration i believe his replacement will be more friendly to altria. i pick ailt as they are taking -- to offset the decline in smoking philip morris international, we know when you go hoefr --

overseas you have to watch your hair because so many people are smoking but if you lose, you don't worry. philip morris has a 5.6% yield and that yield may be too enticing to ignore again, i hate cigarettes and would never buy them but those who don't feel this product -- if you don't mind, buy altria. it is hard to just say i want to recommend it, because i can't. sorry. much more "mad money" ahead. there is your portfolio need something to snack on? i'm hitting the grocery aisle to find the best value proposition and no coupon needed. and what is ahead for the utility stocks now there are no more rate hikes on the horizon, i'm talking to the ceo of dominion and dave and busters may be games but the stock is all business i'm eyeing the company fresh off of earnings so stay with -- cramer

not too long ago it seemed like the whole package foods industry was in deep, deep trouble. we heard the companies failed to keep up with consumer taste. they're old-fashioned pantry plays in a world where everyone wants naturally organic and we heard they were being eaten alive by rising transportation costs which would squeeze margins in a low margin business we saw how major leaders in the group like kraft heinz collapsed and these are the defensive stock built on slow and steady businesses to deliver in good times and bad. even after the whole group spent the last year getting hammered, the wisdom still held that food stocks were defensive and then in late february kraft heinz made a mockery with the stock plunging from $48 to under $35 in a single session thanks to a

horrific quarter now 2018 has already been a hard show for the food court. general mills and kraft heinz and conagra. and it was down 13% at kellogg. it was awful if we learned anything about the beginning of 2019 it is not everybody in this industry is another kraft heinz. so far this year the packaged food stocks have made a comeback not just because they sold off too much during the fourth quarter bear market like the semiconductors, no, many of the food names are rallying the old-fashioned way, by posting excellent earnings reports and i'll tell you the standouts. smucker up 26% from its late december lows. and general mills has done even better it is up 38% from over the same period those are stunning for defensive stocks, both companies reported fabulous quarters last month and the stocks have soared into the

stratosphere but how could you have kraft heinz melting down like wiz on a cheese steak and general mills and smucker are doing well and more important are the moves sustainable? you know general mills as the maker of cheerios and yoplait and nature valley and haggen daz and betty crocker and blue buff. an acquisition that people felt cost them too much and they had to do a big equity offering to fix the balance sheet but it has taken off and proven to be an excellent, excellent acquisition. jm smucker is just as equally iconic frankly you think the smuckers fruit spread and jiff peanut butter, we were skippy but i saw a lot of people at this one. folgers which at one point i thought was drinkable and a growing pet business and milk bones. and did anyone remember early in the year when i ate one of news. it was one of the finest moments of the show. not unlike when i stabbed that

monster that i did and it went over and ruined my breeony for years both lagged the market as general mills struggled to grow in an environment where cereal had fallen out of favor and they continued to get clobbered with the rest of the group but held up during the fourth quarter because while dividends offered protection against the meltdown, smucker gave up the ghost in late november after it cut the full year guidance and that is surprised i didn't think they could do that. i thought they were doing better and general mills had a better quarter in december which is why it managed to bottom a week before the rest of the market. but still late last year the prognosis for the whole group seemed grim but now we know that prognosis was wrong. general mills and smucker have come roaring back to life because the stocks got too cheap. they spent two and a half years being beaten down to the point smucker was selling 11 times earnings and this is a growth stock and general mills selling

for 12 times earnings and i remember when it is 18 to 20, all of my life i said 18 to 20 is what i would pay. and what else? as the stocks went down the dividend yields went higher and dividends had become a heck of a lot p-- a lot more active since interest rate have gone up and i call that accidentally high yield and thank you for my writing partner, that is a buy signal as long as you know the payoff is safe and the balance sheet is good and at same time the benchmark ten-year treasury supports measly 2.5% yield and down from last year. even though smuckers 2.9% yield is enticing, general mills takes the cake we should bake the cake. these are specially good for you. this one bottomed at -- yield of 5% and right now it is just shy of 3.9%. here is a twitter poll which is better for you humans it is twitter. you could say something bad

about me and laugh and then vote now it is not enough to have a cheap stock with a big dividend? you need shrunk fundamentals which is why it is important that general mills and smuckers reported excellent numbers for weeks. we'll have them after the show that is enough all you have to do is throw them against the wall and they are made when smucker gave us the results at the end of february, they delivered magnificent 25 cents earnings off 2.01 basis and up 6% year-over-year and imagine if they maintain the guidance and they talk about strong sales across the key growth brands wow, it looks like the report from smucker's death is exaggerated and they are nice guys so i feel good about it and general mills posted a terrific quarter of its own giving up a 14% -- earning with up 8% year-over-year and expanding gross margin they raised the earning forecast to boot. and what is driving the great

numbers? on the conference call jeffrey harmony said we have to go more natural and organic with annie's taking a share of mac and cheese i'll have this after the show. and then the blue buff acquisition was his. they have positive organic sales growth with significant operating margin expansion this is sustainable. the year-to-date performance in fourth quarter give us confidence to meet or exceed the key fiscal 2019 targets and the company is making it happen thanks to the execution and no more missed quarters or number cuts put it together and you have a much more benign back drop for the package food companies which helped add fuel to the fire when both smucker and general mills reported some fabulous numbers so can the stocks keep climbing now they've rebounded from the lows people have been faked out by the same moves in years when the stocks get momentum and then they roll over i'm a little hesitant i admit to pound the table here but if you

think things are slowing down in the world like so many people, i think you should take a look at general mill over smucker but i like both. why? the two stocks are the same price. general mill has 2.9 and and the margins are expanding. i like the way jeff is doing this thing and the access to the blue buff is playing off i'm going to -- i'm going to -- to give these two -- one will go to everest and one to xilinx, known as bob marley and he will eat the bag and leave the treats but everest knows to eat what is in side. smuckers still seeing some softness in its own big heart pet food business and i'm less confident on the management abilities here to execute as well so here is the bottom line a few months ago it felt like the whole package food industry was toxic. but then most of the names have started to rebound general mill and smucker leading the way. as much as i hate to chase, i think general mill is too cheap

and too good to ignore and smuckers, let's say it is not far behind i think we should start -- take some calls i think we should go to tom in michigan tom? >> caller: boo-yah, cramer, thank you for taking my call. >> my pleasure. >> caller: i want to mention i'm action alert plus member so i appreciate everything you do for us over here. >> you're so great the club -- we had a call next week that will rock your socks off on friday. how can i help >> caller: perfect so i'm looking at small cap play, tibity health acquired nutra system at a 30% premium about six months ago and it is looking like the stock is getting hammered the past six months and new lows -- >> i didn't think it was good. i didn't think it made sense, tom. and look, you remember the club. you know this isn't the kind of stock i would recommend. but the low pe doesn't make me feel good and i didn't like the acquisition and we haven't liked this group but we're warming up. we're warming up if the economy does get soft. but thank you for the kind words and hope to hear you on the

call the package food industries is rebound. general mills has gotten too cheap to ignore. much more "mad money" ahead, with the fed signaling a low down when it comes to rate hikes, i'm talking to the ceo of one of the best utilities in the country, dominion to see what is come up. and what is better than booze, burgers and ski ball and i think making money off all three. i'm digging into dave and busters to see if this mecca of game and grub could be the ticket to profits and all of your calls of rapid fire in today's edition of "the lightning round" so stick with uncrustables and stick with cramer - i love my grandma. - anncr: as you grow older, your brain naturally begins to change which may cause trouble with recall. - learning from him is great... when i can keep up!

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>> all night i've been highlighting the sectors that have become attractive thanks to the decline in interest rate and investors are much more likely to buy a dividend stock including dominion energy, long my favorite, the huge utility with transportation production

and liquified natural gas in maryland representing one of the few ways to export this cheap fuel overseas. now the stock has moved up nicely over the last few months and here still it is a big yield of 4.8% and this has a catalyst. in january dominion closed on the acquisition of scanna, the troubled utility in the process of integrating could that give us more upside here let's look with tom farrell from the chairman and ceo of dominion energy how the company is doing and where it is headed now that the deal is complete welcome back to "mad money." >> great to be with you, jim. >> we're looking at local pains in south carolina, they tell me april 15th, get ready you're running and see a lot of trucks and see a lot of activity from dominion, how do you expect it to go? >> should go really well we closed on the transaction on the january 1st and what is happening is the name change in south carolina we'll eliminate the old names, the old south carolina utility

and everybody will see dominion energy trucks and at -- hard hats and shirts, et cetera. >> do you think people even know i know that the legislature made you give people a rate cut but i was trying to figure out, does the average person understand that their big energy company got in trouble over nuclear power plant and fell on hard times and got acquired by a company frankly i think was always better run? >> well, i think the public there is well aware of what happened there is a lot of publicity around the summer, the name of the plant they were expanding is called summer. the nuclear plant. and it was well covered in the press throughout the state so i think they're pretty well aware of what happened it was a year-long process with legislature first and the regulators at the end and but i think it came out to a place that was fair for everybody, for our shareholders and fair for the customers in south carolina. >> you know, sometimes i can't understand -- i think you're one of the least controversial companies on earth but a lot of

people are worried about the expansion. i'm looking at barkley's piece, this is from just a couple of days ago and it said dividend cut debate is put to rest. tom, was there ever really a debate about your dividend >> not -- certainly not with us. never been discussed this year we increased our dividend 10% we're looking at slowing the rate of growth on the dividend starting next year but there has never been any discussion with anybody that i know of about cutting the dividend it is just -- there would be no reason whatsoever to do that. >> so let's talk about the things have going that are amazing and some are controversial and polarizing, i don't think they should be but i'm old-fashioned. atlantic coast pipeline is a gigantic way for, i think, for the northeast to get off of hooked on -- imported oil of all things, the worst fuel and yet somehow this is a very controversial project. could you explain to our viewers in big terms the pros and cons

and why you think the pros outweigh the cons? >> well what we're talking about is a 600 mile pipeline atlantic coast pipeline that we are fit -- about 50/50 partnership with duke energy out of north carolina it is sole purpose is to bring natural gas to end use utility customers in virginia and north carolina we don't have enough pipeline capacity in the state of virginia to serve our customers in the south east part of the state and duke energy wants to use the gas from the power plant -- the gas from the pipeline to close coal plants to replace them with gas power plants that are much cleaner the controversy is only with a small group of people, environmental community. they're very exercised about it and i understand that. but the vast majority of virginians are in favor of the pipeline as are north carolina we've had fits and starts with it but it will -- i have high

confidence it will be completed. >> in part because you just made final decision to close ten coal and old gas-fired units and your utility has never -- has stated you don't want to be on call you do a pipeline and get off coal and environment is cleaner and these are decision -- decisions about the environment, correct? >> jim, when i started at dominion about two decades ago, we were about 55% of the power production came from coal. last year was 12%. and that is largely replaced with renewables and natural gas. >> so let's talk about liquified natural gas. the president said, this could be a great chip for the chinese that want to buy our natural gas. please tell the truth. you are sold out and so is cheniere they can't make any more deals with the chinese, correct? >> we certainly can't. i'm not sure about cheniere. but we're sold out for 20 years, the japanese and indians. >> 20 years you're sold out?

well that -- >> 20 years. >> one more thing. you chose just a few days ago to have a sustainability environmental and social governing day. why did you do that? >> you know, we actually were the first company, we're pretty sure any public company in the united states to hold a session like that. >> you are. >> and we wanted -- we have a wonderful story to tell and we want to make sure people can hear it. we've cut our carbon emissions at dominion by 50% which is twice the average of our utility peers in the united states we have a large gas pipeline system, we're cutting the methane emissions from that by 50% between now and 2030 we're going to cut the carbon emissions out of fleet by 80% by 2050 and a lot of philanthropy in the last decade.

so we have a -- a very -- a lot of people are interested in those topics and we want to make sure we got out the facts instead of what people say about us, which are often not based on the truth. >> now i know i'm getting away but i want to point out you talked about diversity, you talked about pay, these are issues that you brought up that you felt was important with the people, right? >> we did. yep, we have -- actively recruiting people to the board and all of our ranks from all different walks of life. we've got all sorts of awards for best for diversity and best for women and women's choice awards, transparency and our political giving awards, we're trend saider -- setters and top ranking on social responsibility and we have a very good story to tell and we need to do a better job of telling it. >> i want to thank you for telling it tom farrell of dominion energy

and you heard the yield going up over time and a person who takes all of these issues about the environment very, very -- they're very important why don't the other 499 companies have a day like he just did "mad money" is back after this i'm working to keep the fire going for another 150 years. ♪ to inspire confidence through style. ♪ i'm working to make connections of a different kind. ♪ i'm working for beauty that begins with nature. ♪ to treat every car like i treat mine. ♪ at adp we're designing a better way to work, so you can achieve what you're working for. ♪

>> announcer: "the lightning round" is sponsored by td ameritrade it is time [ inaudible ]. >> and then "the lightning round" and are you ready daddy is in the lightning round but wesley >> caller: boo-yah to you. >> boo-yah my friend. >> caller: i'm a second generation frame right and first time caller. >> i love that good blood lines what is going on. >> caller: there is talk on albemarle, do you think the demand for lithium metal could keep up with the increasing supply and the stew of emerging -- >> you can overwhelm demand with

supply and that is the case so we'll be taking a pass on that one. john in new york >> caller: how are you jim, thank you for taking my call. >> of course, john. >> caller: yes about nokia -- >> we're believers now we're not crazy about it but the problem with the chinese company will make money with nokia and that is what we like and nokia is a river in finland. dave in california. >> caller: mr. cramer. thank you for taking my call. >> my pleasure. >> caller: god for fid anything happens to you because i will be completely lost here >> you're very kind. tell my wife she's down on me right now. >> caller: you better have somebody to step in to your super huge shoes here just in case you stub your toe. >> we're not going to my two daughters. they do not know i have a show and they like roku >> caller: well, i'm calling about on semiconductor. >> oh, man, i like on semi this is the kind of classic just

plain vanilla. it is like a little texas instruments. i say keep buying it and thank you for the kind words that i will pass to my wife and maybe i could get out of the dog house. to richard in california -- from colorado, i'm sorry richard? >> caller: hey, jim. i'm interested in sales force. >> i don't think you should be interested i think you should be buying doing a great job and i think it is good. forget keith bach is going good and i'm not done john in rhode island. >> caller: hey, jim, i want to know your opinion on brook dale senior living. >> no. ventas is the ome one i'm recommending and that group is challenged and i'm not going down the food chain. peter in connecticut. >> caller: hi, jim, thanks for taking my call my stock is creek and think they have a couple of good catalysts going forward. >> yeah, they do

my only issue is we're not early on cre it is up 42% for the year and i'm afraid we'll get hurt if we get if on that. we get if on that. and that is th "the lightning round.. "the lightning round." >> announcer: "the lightning round" is sponsored by td ameritrade h. ooh. so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.

you know who doesn't get enough credit in dave and buster's, part sports bar and

mini amusement park. in an upside surprise people prefer to stay home and play video games and play vieh you the web and they paid for the technology and advertising and the rent that hobbled more base brick and mortar stores but dave and buster's did it and they had 60 cents a share and same store sales improved by 2.9% and they used everything at their disposal to generate excitement and to create an experience to have people throwing money away to play games for worthless prizes that have small value for children. let me break it down first they have a mastery of technology, 55% of the sales come from amusement and in the old dave and buster's never varied from the same old, same old. and now they have virtual reality to experience every time you go i used to dread going there because my kids would get bored and seeing as they played everything we ended up throwing money away

at the claw where we watch the darn thing smash our hopes over and over again until we find it booking -- a 5 cents doll made in china for about $32 and change when we are finished. that is not a problem any more second, because. tight labor market the company did have to give people raises but they're using technology to better organize shifts meaning the workers are more efficient that is why 5% wage inflation and higher medical insurance costs only ended up cost them 110 basis points year-over-year which is remarkable. it didn't hurt they streamlined the menu and i could tell you from personal experience on owning restaurants this cuts back on the amount of kitchen labor you need third the company is putting up terrific unigrowth and the best part of the conference call is the 125 stores and they think they could double that number in a few years. how do they do that? simple, the mall needs dave and busters because they are a traffic donor. that is the term mall managers that term for business to bring in customers rather than repel

them and you need to change your mindset and the way you spend your advertising and they still devote money to tv and they are leaning to digital using program ad buy and once millennials get there it is not the same fare. it is fresh juice and puree and zoodle which is zucchini based pasta and to show they are fresh and organic and picky. they are now rolling out a mobile app, although i can't figure out it will work and they have a rewards program to give customers enough discounts to make them want to come back and they just hired a chief information officer from royal caribbean and they could excuse money out of patrons than anybody on earth and that is pedestrian and virtual reality and better gaming investment and digital advertising and less processed few but in the end the combination is exactly, exactly what makes dave and buster's the stock to own in the retail group

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you hear chatter about how we'll get a trade deal maybe as soon as this week or over the weekend and here is what you'll hear because people are negative, sell the news on the trade deal so you might expect things to go down that is counter intuitive, here is why because companies about to report have been hurt by china take fedex that reported china was bad. if china swings for them in good, that will move the earnings for 2019. many of the companies i follow will have a strong second half of 2019 if we have normalized relations and there is no more trade war so don't think about selling the news, think about buying the stocks of people who are selling them it is always a bull market somewhere. i promise to find it you for here on "mad money" and i'm jim cramer and i'll see you tomorrow - yeah!

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